Click here for more episodes from this series.

Fundamentals is a new show from Fidelity Answers that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?

-> Shipping is the lifeblood of the global economy but it's also one of the world's worst polluters. Of the entire global transport sector, shipping accounts for 90 per cent of its sulphur dioxide emissions, a gas with grave environmental impacts: deforestation, acidic rivers, and poisoned wildlife. In an effort to tackle the problem the UN's International Maritime Organisation plans to introduce new caps to further restrict the amount of sulphur dioxide generated by commercial shipping. The regulatory impact is likely to be immense and not just for the sector - manufacturers, retailers, consumers, even fuel prices themselves.

In this podcast, Editor in Chief Richard Edgar talks to two of Fidelity's senior analysts about the forthcoming law: shipping credit analyst Jonathan Neve, and North America energy equity analyst Paul Gooden.

<a href="https://omny.fm/shows/for-investment-professionals-only/playlists/fundamentals-the-investment-research-podcast">Click here for more episodes from this series.</a>
Fundamentals is a new show from Fidelity Answers that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?
-&gt; Shipping is the lifeblood of the global economy but it's also one of the world's worst polluters. Of the entire global transport sector, shipping accounts for 90 per cent of its sulphur dioxide emissions, a gas with grave environmental impacts: deforestation, acidic rivers, and poisoned wildlife. In an effort to tackle the problem the UN's International Maritime Organisation plans to introduce new caps to further restrict the amount of sulphur dioxide generated by commercial shipping. The regulatory impact is likely to be immense and not just for the sector - manufacturers, retailers, consumers, even fuel prices themselves.
In this podcast, Editor in Chief Richard Edgar talks to two of Fidelity's senior analysts about the forthcoming law: shipping credit analyst Jonathan Neve, and North America energy equity analyst Paul Gooden.

Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.

As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan. 

***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? 

Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.
As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan.&nbsp;
***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato?&nbsp;

A podcast about markets, economics and business from Fidelity International.

Fidelity Answers: The Investment Podcast

Fidelity Answers is an investor's podcast channel from Fidelity International. Looking for invaluable sector and market commentary? Then this is the place for you. From downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts and portfolio managers to explore the best investment thinking. 

Fidelity Answers is an investor's podcast channel from Fidelity International. Looking for invaluable sector and market commentary? Then this is the place for you. From downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts and portfolio managers to explore the best investment thinking.

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